Wealth Advisor: Private Client Strategy & Growth

JPMorgan Chase & Co.; Town of Lawrence (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will deliver advised solutions and rely on partnerships across the firm to deepen client relationships.

This role emphasizes growth through dedicated service, fiduciary responsibility, and making use of digital tools to monitor and manage investments for clients’ evolving needs.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Experience with goals-based planning and financial advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or within 60 days.

Responsibilities

• Grow a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Support clients in using digital tools to bank how they prefer.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory compliance

Sales cycle

Education

Bachelor’s degree

CFP preferred

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will deliver advised solutions and rely on partnerships across the firm to deepen client relationships.

This role emphasizes growth through dedicated service, fiduciary responsibility, and making use of digital tools to monitor and manage investments for clients’ evolving needs.